Dashboard Tip of the Week

To get the most out of your Agency Summary page on the Sales and Productivity Monitor you need to get your Consultant budgets entered. As you can see below there are no income targets set for the Consultants. To set these click on the Budgets tab a the top of the page.2

 

 

After selecting the Budgets tab select your store from the dropdown menu, click “Employee Targets”, then select the Current Financial Year, then select “Income (Revenue)”. You can now enter Income targets for each consultant. You don’t need to save anything on this page, and once you have entered the Income targets you will be able to see the Budget for each consultant in the Dashboard the following day.

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